# Real Agent FAQ

## What is Real Agent?

Real Agent is your Operations Manager — an operations layer, not a productivity tool. It doesn't help you work faster. It does the work that otherwise doesn't get done.

Most people know they should be using a CRM, a task manager, a follow-up system. Most don't — because every tool demands a new habit on top of an already full day. Real Agent removes that cost entirely. You just talk, and the organisation happens.

Real Agent plays four roles: it follows through on your commitments, responds to your customers at any hour, handles your finances (quotes, invoices, chasing), and manages your picture — what's overdue, what's at risk, what needs a decision. It runs on a device on your premises, so your data never leaves.

## Can this actually run my business?

Yes. Real Agent handles the operations layer — the work that keeps a business running but isn't the work you went into business to do. Scheduling, customer enquiries, quoting, invoicing, document creation, follow-ups, workflows, CRM updates, proactive briefings. A 2-person business with the operational capacity of a 20-person operation — because Real Agent provides both the admin nobody sees and the customer-facing team everyone does.

## How is Real Agent different from ChatGPT / Siri / Alexa?

ChatGPT helps you think and write. Siri and Alexa respond to commands. Real Agent runs your operation. It notices your calendar clash and fixes it, creates and delivers documents to clients, answers customer enquiries on your website at 3am, runs workflows you described once in conversation, and generates your morning briefing before you've opened your laptop. It also runs locally on your device, so your data isn't stored in someone else's cloud.

The comparison that matters isn't Real Agent vs ChatGPT. It's Real Agent vs hiring someone — or vs doing it all yourself.

## Can Real Agent create documents?

Yes. Describe what you need — a quote, a proposal, an invoice, a report, a flyer, a compliance document — and Real Agent generates it as a professional A4 PDF. Review it in the conversation, download it, or deliver it directly to a customer via WhatsApp or email. Quotes, proposals, invoices, reports, marketing materials, compliance documents — all created through conversation.

## How does it work technically?

Real Agent runs on a Raspberry Pi (the Real Agent Pi) or any Linux computer on your premises. It uses Claude as its AI backbone. Your personal data — calendar entries, messages, memories, preferences — stays on the device. Real Agent connects to external services via APIs but processes everything locally.

## What about privacy?

Privacy is the architecture, not a feature. Your data lives on a device you own, on your premises. Real Agent doesn't upload personal information to cloud servers. When Real Agent uses Claude for reasoning, it sends only what's needed for the current task — not your entire history.

## How do I set it up?

1. Get a Real Agent device (from £250 for a pre-configured Raspberry Pi, or use your own Linux machine)
2. Plug it in and connect to Wi-Fi
3. Open your browser, set a PIN, and connect your Claude subscription
4. Start talking — Real Agent walks you through the rest

Fully operational in under 15 minutes. No software to install, no configuration, no training.

## What can Real Agent actually do?

Core capabilities (included in every plan):
- **Scheduling** — appointments, recurring events, daily briefings, proactive reminders
- **Contact management** — CRM, pipeline tracking, customer history
- **Workflow automation** — describe a process once, Real Agent runs it forever
- **Document creation** — quotes, proposals, invoices, reports, marketing materials — generated and delivered
- **Customer-facing agents** — sales, support, booking agents on your website or messaging apps
- **Message handling** — WhatsApp, Telegram, and email integration
- **Memory** — remembers your preferences, past conversations, and context across sessions

With skill packs, Real Agent adds depth in specific areas: finance, wellness, professional productivity, family coordination, home management, and travel.

## Do I need the hardware?

Yes. Real Agent runs on a device on your premises. This is what keeps your data private and local. There is no cloud-only option — the local-first architecture is fundamental to how Real Agent works.

## Can multiple family members use it?

Yes, with the Family plan (£999/year). Each family member gets their own profile with individual privacy. Real Agent understands shared context (family calendar, household tasks) while keeping personal information separate.

## What if I need help?

Real Agent itself can answer most questions about its own capabilities. For technical issues or account questions, support is available via the Real Agent app and email.

## Is there a trial or money-back guarantee?

Details on trial availability will be confirmed at launch. Share your name and email to be first to know about early access offers and introductory pricing.

## How is this different from just using multiple apps?

Multiple apps don't talk to each other. Your calendar doesn't know about your emails. Your reminders don't know about your calendar. Your document tool doesn't know about your CRM. Real Agent connects everything into a single graph — meetings connected to people, people connected to deals, deals connected to history. That context is what makes the four roles possible. No isolated app can replicate this — because isolation is their fundamental constraint. One Operations Manager instead of twelve apps.
